- Truist (Charlotte, NC)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,...Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts;… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- US Bank (Charlotte, NC)
- …planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration . In addition, PWM has specialized capabilities in business-sale ... advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses… more
- Truist (Charlotte, NC)
- …new fiduciary business, including account paperwork production and acceptance, coding on SEI/ Trust 3000 platform, and setup of statements and fees. This function ... includes analyzing trust documents to obtain the necessary information to open...perform the essential functions. 6+ years in a Fiduciary administration or related financial role. This could include internships.… more
- Fifth Third Bank, NA (Charlotte, NC)
- …Client Statements, Beneficial Ownership Form, business entity-related documents, and trust -related documents with assistance from Investment Advisor teams, ... pre and post-account opening follow-up calls with clients, FTWA Advisor and Operation teams. Account Administration : +...clients, FTWA Advisor and Operation teams. Account Administration : + Serve as the subject matter expert relative… more
- Acosta Group (Charlotte, NC)
- …+ Insurance Program Management: + Oversee the procurement, renewal, and administration of all corporate insurance programs (eg, Workers' Compensation, General ... claims reporting, return-to-work programs, and risk awareness. Serve as a key advisor to senior leadership on risk-related matters. + Team Development: Develop and… more
- DXC Technology (Charlotte, NC)
- …clouds. Many of the world's largest companies and public sector organizations trust DXC to deliver exceptional service across the Enterprise Technology Stack, ... of our major insurance clients. You will serve as a **trusted advisor ** , collaborating directly with stakeholders to analyze business needs, define requirements,… more
- Wells Fargo (Charlotte, NC)
- …professionals and managers across the enterprise and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of Engineering experience, or ... and influencing groups or individuals across organizational boundaries to gain trust and confidence to make timely decisions + Excellent communications,… more
- Mobile Communications America (Charlotte, NC)
- MCA, your trusted advisor for wireless communications, data, and security, is seeking an experienced **Human Resources Manager** in the **Southeast US** to support ... THE TEAM:** + Bachelor's degree in Human Resources, Business Administration , or a related field. + 5-10 years of...that enhance workplace safety, security, and efficiency nationwide. Customers trust us to provide a portfolio of turn-key systems,… more
- ADP (Charlotte, NC)
- …life-long friendships here. + Collaborate Daily. You will serve as a trusted advisor , partner, and ADP ambassador to brokers, internal partners, and overall network ... HRO experience. + Military experience -- skills including teamwork, resilience, negotiation, trust -building, and a never lose mentality will help you build team and… more